Norris Financial Group’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Norris Financial Group’s Portfolio QCLN Stock Details QCLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-43,667	Closed	-$2.97M	–	103
2021 Q4	$2.97M	Sell	43,667 -804	-2%	-$57.9K	1.79%	17
2021 Q3	$2.78M	Buy	44,471 +208	+0.5%	+$13.6K	1.84%	17
2021 Q2	$3.06M	Buy	44,263 +5,297	+14%	+$337K	2.07%	18
2021 Q1	$2.67M	Buy	38,966 +3,241	+9%	+$249K	1.96%	19
2020 Q4	$2.51M	Buy	35,725 +7,140	+25%	+$407K	1.98%	14
2020 Q3	$1.27M	Buy	+28,585	New	+$1.1M	1.07%	26

Other funds holding QCLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Norris Financial Group's QCLN Position: Q1 2022 in Review

Norris Financial Group sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2022, closing a stake of 43,667 shares — an estimated $2.97M sold.

Norris Financial Group first reported a position in QCLN in Q3 2020 and held it in 6 quarters. The position peaked at $3.06M in Q2 2021. 325 funds tracked by Wall St. Rank hold QCLN as of Q1 2022.

Norris Financial Group reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2022 after selling out during the quarter.
Norris Financial Group sold 43,667 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2022, an estimated $2.97M.
Norris Financial Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2020 and held it in 6 quarters.
Norris Financial Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $3.06M in Q2 2021.
325 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2022.

Based on Norris Financial Group's 13F filing for Q1 2022, filed 20 May 2026.